Shawn Dahlen and Co. Inc.
Plan context: Shawn Dahlen and Co. Inc. Profit Sharing Plan
EIN 04-2691922 • Duxbury, MA • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,487,731
2024 Contributions
$183,561
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $1,487,731 | $183,561 | $15,297iApproximate average salary by contribution assumption: employee only about $382,419 at 4% or $254,946 at 6%; with 50% employer match about $254,946 at 4% or $169,964 at 6%; with 100% employer match about $191,209 at 4% or $127,473 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 12 | $1,487,731 | $183,561 | $15,297iApproximate average salary by contribution assumption: employee only about $382,419 at 4% or $254,946 at 6%; with 50% employer match about $254,946 at 4% or $169,964 at 6%; with 100% employer match about $191,209 at 4% or $127,473 at 6%. |
| 2023 | 1 | 11 | $1,193,386 | $163,217 | $14,838iApproximate average salary by contribution assumption: employee only about $370,948 at 4% or $247,298 at 6%; with 50% employer match about $247,298 at 4% or $164,866 at 6%; with 100% employer match about $185,474 at 4% or $123,649 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 11 | $1,193,386 | $163,217 | $14,838iApproximate average salary by contribution assumption: employee only about $370,948 at 4% or $247,298 at 6%; with 50% employer match about $247,298 at 4% or $164,866 at 6%; with 100% employer match about $185,474 at 4% or $123,649 at 6%. |
| 2022 | 1 | 11 | $958,580 | $93,269 | $8,479iApproximate average salary by contribution assumption: employee only about $211,975 at 4% or $141,317 at 6%; with 50% employer match about $141,317 at 4% or $94,211 at 6%; with 100% employer match about $105,988 at 4% or $70,658 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 11 | $958,580 | $93,269 | $8,479iApproximate average salary by contribution assumption: employee only about $211,975 at 4% or $141,317 at 6%; with 50% employer match about $141,317 at 4% or $94,211 at 6%; with 100% employer match about $105,988 at 4% or $70,658 at 6%. |
| 2021 | 1 | 9 | $1,024,162 | $15,200 | $1,689iApproximate average salary by contribution assumption: employee only about $42,222 at 4% or $28,148 at 6%; with 50% employer match about $28,148 at 4% or $18,765 at 6%; with 100% employer match about $21,111 at 4% or $14,074 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 9 | $1,024,162 | $15,200 | $1,689iApproximate average salary by contribution assumption: employee only about $42,222 at 4% or $28,148 at 6%; with 50% employer match about $28,148 at 4% or $18,765 at 6%; with 100% employer match about $21,111 at 4% or $14,074 at 6%. |
| 2020 | 1 | 10 | $1,127,337 | $42,254 | $4,225iApproximate average salary by contribution assumption: employee only about $105,635 at 4% or $70,423 at 6%; with 50% employer match about $70,423 at 4% or $46,949 at 6%; with 100% employer match about $52,817 at 4% or $35,212 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $1,127,337 | $42,254 | $4,225iApproximate average salary by contribution assumption: employee only about $105,635 at 4% or $70,423 at 6%; with 50% employer match about $70,423 at 4% or $46,949 at 6%; with 100% employer match about $52,817 at 4% or $35,212 at 6%. |
| 2019 | 1 | 10 | $2,944,716 | $103,643 | $10,364iApproximate average salary by contribution assumption: employee only about $259,107 at 4% or $172,738 at 6%; with 50% employer match about $172,738 at 4% or $115,159 at 6%; with 100% employer match about $129,554 at 4% or $86,369 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $2,944,716 | $103,643 | $10,364iApproximate average salary by contribution assumption: employee only about $259,107 at 4% or $172,738 at 6%; with 50% employer match about $172,738 at 4% or $115,159 at 6%; with 100% employer match about $129,554 at 4% or $86,369 at 6%. |
| 2018 | 1 | 10 | $2,454,336 | $92,596 | $9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,884 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $2,454,336 | $92,596 | $9,260iApproximate average salary by contribution assumption: employee only about $231,490 at 4% or $154,327 at 6%; with 50% employer match about $154,327 at 4% or $102,884 at 6%; with 100% employer match about $115,745 at 4% or $77,163 at 6%. |
| 2017 | 1 | 10 | $2,471,942 | $101,256 | $10,126iApproximate average salary by contribution assumption: employee only about $253,140 at 4% or $168,760 at 6%; with 50% employer match about $168,760 at 4% or $112,507 at 6%; with 100% employer match about $126,570 at 4% or $84,380 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $2,471,942 | $101,256 | $10,126iApproximate average salary by contribution assumption: employee only about $253,140 at 4% or $168,760 at 6%; with 50% employer match about $168,760 at 4% or $112,507 at 6%; with 100% employer match about $126,570 at 4% or $84,380 at 6%. |
| 2016 | 1 | 10 | $2,176,204 | $89,587 | $8,959iApproximate average salary by contribution assumption: employee only about $223,968 at 4% or $149,312 at 6%; with 50% employer match about $149,312 at 4% or $99,541 at 6%; with 100% employer match about $111,984 at 4% or $74,656 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $2,176,204 | $89,587 | $8,959iApproximate average salary by contribution assumption: employee only about $223,968 at 4% or $149,312 at 6%; with 50% employer match about $149,312 at 4% or $99,541 at 6%; with 100% employer match about $111,984 at 4% or $74,656 at 6%. |
| 2015 | 1 | 10 | $2,086,341 | $87,570 | $8,757iApproximate average salary by contribution assumption: employee only about $218,925 at 4% or $145,950 at 6%; with 50% employer match about $145,950 at 4% or $97,300 at 6%; with 100% employer match about $109,463 at 4% or $72,975 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $2,086,341 | $87,570 | $8,757iApproximate average salary by contribution assumption: employee only about $218,925 at 4% or $145,950 at 6%; with 50% employer match about $145,950 at 4% or $97,300 at 6%; with 100% employer match about $109,463 at 4% or $72,975 at 6%. |
| 2014 | 1 | 10 | $2,034,414 | $84,062 | $8,406iApproximate average salary by contribution assumption: employee only about $210,155 at 4% or $140,103 at 6%; with 50% employer match about $140,103 at 4% or $93,402 at 6%; with 100% employer match about $105,078 at 4% or $70,052 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $2,034,414 | $84,062 | $8,406iApproximate average salary by contribution assumption: employee only about $210,155 at 4% or $140,103 at 6%; with 50% employer match about $140,103 at 4% or $93,402 at 6%; with 100% employer match about $105,078 at 4% or $70,052 at 6%. |
| 2013 | 1 | 10 | $1,852,654 | $80,506 | $8,051iApproximate average salary by contribution assumption: employee only about $201,265 at 4% or $134,177 at 6%; with 50% employer match about $134,177 at 4% or $89,451 at 6%; with 100% employer match about $100,633 at 4% or $67,088 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $1,852,654 | $80,506 | $8,051iApproximate average salary by contribution assumption: employee only about $201,265 at 4% or $134,177 at 6%; with 50% employer match about $134,177 at 4% or $89,451 at 6%; with 100% employer match about $100,633 at 4% or $67,088 at 6%. |
| 2012 | 1 | 9 | $1,442,337 | $80,070 | $8,897iApproximate average salary by contribution assumption: employee only about $222,417 at 4% or $148,278 at 6%; with 50% employer match about $148,278 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 9 | $1,442,337 | $80,070 | $8,897iApproximate average salary by contribution assumption: employee only about $222,417 at 4% or $148,278 at 6%; with 50% employer match about $148,278 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%. |
| 2011 | 1 | 10 | $1,338,740 | $75,942 | $7,594iApproximate average salary by contribution assumption: employee only about $189,855 at 4% or $126,570 at 6%; with 50% employer match about $126,570 at 4% or $84,380 at 6%; with 100% employer match about $94,928 at 4% or $63,285 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $1,338,740 | $75,942 | $7,594iApproximate average salary by contribution assumption: employee only about $189,855 at 4% or $126,570 at 6%; with 50% employer match about $126,570 at 4% or $84,380 at 6%; with 100% employer match about $94,928 at 4% or $63,285 at 6%. |
| 2010 | 1 | 10 | $1,281,993 | $31,027 | $3,103iApproximate average salary by contribution assumption: employee only about $77,568 at 4% or $51,712 at 6%; with 50% employer match about $51,712 at 4% or $34,474 at 6%; with 100% employer match about $38,784 at 4% or $25,856 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $1,281,993 | $31,027 | $3,103iApproximate average salary by contribution assumption: employee only about $77,568 at 4% or $51,712 at 6%; with 50% employer match about $51,712 at 4% or $34,474 at 6%; with 100% employer match about $38,784 at 4% or $25,856 at 6%. |
| 2009 | 1 | 11 | $1,104,977 | $104,200 | $9,473iApproximate average salary by contribution assumption: employee only about $236,818 at 4% or $157,879 at 6%; with 50% employer match about $157,879 at 4% or $105,253 at 6%; with 100% employer match about $118,409 at 4% or $78,939 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 11 | $1,104,977 | $104,200 | $9,473iApproximate average salary by contribution assumption: employee only about $236,818 at 4% or $157,879 at 6%; with 50% employer match about $157,879 at 4% or $105,253 at 6%; with 100% employer match about $118,409 at 4% or $78,939 at 6%. |
| 2008 | 1 | 10 | $849,848 | $107,714 | $10,771iApproximate average salary by contribution assumption: employee only about $269,285 at 4% or $179,523 at 6%; with 50% employer match about $179,523 at 4% or $119,682 at 6%; with 100% employer match about $134,643 at 4% or $89,762 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | $849,848 | $107,714 | $10,771iApproximate average salary by contribution assumption: employee only about $269,285 at 4% or $179,523 at 6%; with 50% employer match about $179,523 at 4% or $119,682 at 6%; with 100% employer match about $134,643 at 4% or $89,762 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 2 | 9 | $2,101,491 | $132,955 | $14,773iApproximate average salary by contribution assumption: employee only about $369,319 at 4% or $246,213 at 6%; with 50% employer match about $246,213 at 4% or $164,142 at 6%; with 100% employer match about $184,660 at 4% or $123,106 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 9 | $1,052,960 | $68,692 | $7,632iApproximate average salary by contribution assumption: employee only about $190,811 at 4% or $127,207 at 6%; with 50% employer match about $127,207 at 4% or $84,805 at 6%; with 100% employer match about $95,406 at 4% or $63,604 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 8 | $1,048,531 | $64,263 | $8,033iApproximate average salary by contribution assumption: employee only about $200,822 at 4% or $133,881 at 6%; with 50% employer match about $133,881 at 4% or $89,254 at 6%; with 100% employer match about $100,411 at 4% or $66,941 at 6%. |
| 2005 | 1 | 8 | $846,132 | $64,393 | $8,049iApproximate average salary by contribution assumption: employee only about $201,228 at 4% or $134,152 at 6%; with 50% employer match about $134,152 at 4% or $89,435 at 6%; with 100% employer match about $100,614 at 4% or $67,076 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 8 | $846,132 | $64,393 | $8,049iApproximate average salary by contribution assumption: employee only about $201,228 at 4% or $134,152 at 6%; with 50% employer match about $134,152 at 4% or $89,435 at 6%; with 100% employer match about $100,614 at 4% or $67,076 at 6%. |
| 2004 | 1 | 8 | $757,737 | $80,996 | $10,125iApproximate average salary by contribution assumption: employee only about $253,113 at 4% or $168,742 at 6%; with 50% employer match about $168,742 at 4% or $112,494 at 6%; with 100% employer match about $126,556 at 4% or $84,371 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 8 | $757,737 | $80,996 | $10,125iApproximate average salary by contribution assumption: employee only about $253,113 at 4% or $168,742 at 6%; with 50% employer match about $168,742 at 4% or $112,494 at 6%; with 100% employer match about $126,556 at 4% or $84,371 at 6%. |
| 2003 | 1 | 6 | $590,523 | $66,523 | $11,087iApproximate average salary by contribution assumption: employee only about $277,179 at 4% or $184,786 at 6%; with 50% employer match about $184,786 at 4% or $123,191 at 6%; with 100% employer match about $138,590 at 4% or $92,393 at 6%. |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 6 | $590,523 | $66,523 | $11,087iApproximate average salary by contribution assumption: employee only about $277,179 at 4% or $184,786 at 6%; with 50% employer match about $184,786 at 4% or $123,191 at 6%; with 100% employer match about $138,590 at 4% or $92,393 at 6%. |
| 2002 | 1 | 5 | $0 | $0 | - |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 5 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 5 | $556,583 | $0 | - |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 5 | $556,583 | - | - |
| 1999 | 1 | 7 | $552,980 | $0 | - |
| Shawn Dahlen and Co. Inc. Profit Sharing Plan | - | 7 | $552,980 | - | - |